BFSI Staff Management

BFSI Staff Management

Centralized BFSI Staff Management

Field Team tracking & management software for banking and finance

Banking, financial services, and insurance (BFSI) industry took a positive turn in a few years. With the help of UpTeams can increases transparency, tracks activities improve customer services, and improve collateral tracking as well.

It can also enable banks to innovate and devise better ways to manage & track workforce, proper & quick KYC & documentation, improve management and improve overall operational efficiency.

UpTeams for BFSI

The comprehensive fieldforce management for Banking & Finance

  • Manage, Track and Collaborate with your field team in real-time from desktop or mobile
  • Real-time in-premise tracking solution to track employees
  • Presence Attendance & Leave Management
  • Efficiency monitoring system including real-time location tracking
  • Custom form for the custom BFSI process
  • With help of custom form make your business process very simple like KYC document submission process from field via field team

UpTeams for BFSI
BFSI Field Force Solution Benefits

BFSI Field Force Solution Benefits

Make team financially smart

  • Increased number of customer visits
  • Route planning/territory management
  • Increased span of operations
  • Increased visibility & real time reporting
  • Decreased failed/missed visits
  • Decreased cost of resources

Upscale Your Teams

Start your 7 days free trial today

  • On-Demand Demo
  • Quick Support
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